Adjusting an Invoice - Overview

Brightflag allows users to apply adjustments to invoices at different levels:

• Invoice-Level Adjustments
• Flag-Based Adjustments
• Manual Line Adjustments

This guide outlines how to apply each type of adjustment efficiently.

🔹 Invoice-Level Adjustments

To apply an adjustment to the entire invoice:

1. Locate the financial values at the top right of the page.
2. Hover over the tile to reveal the "Add Adjustment" button.
3. Click "Add Adjustment" to open the adjustment field.
4. Enter the adjustment value and click the ✔ (checkmark) to save.
5. The invoice-level adjustment will now appear.

🔹 Flag-Based Adjustments

Flag-based adjustments allow you to apply updates based on predefined invoice flags.

Steps to Apply a Flag-Based Adjustment:

1. Locate the flag tile on the left side of the invoice page.
2. Click the toggle switch next to the flag you want to engage.
3. The flag will now be applied to all applicable line items.

📌 Note: This method ensures consistent adjustments across all relevant lines in the invoice.

🔹 Manual Line Adjustments

For more granular control, you can manually adjust specific line items.

Steps to Apply a Manual Line Adjustment:

1. Click on the underlined value in the invoice line item.
2. A pop-up window will appear, allowing you to update:
   • Rate
   • Time
   • Reason for Adjustment
   • Amount
3. Enter the necessary changes and click "Save".
4. The updated values and comments will appear under the adjusted line.

📌 Tip: Manual adjustments allow for custom corrections on specific invoice entries.